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Individual Tax Return with Investment Income
Before you proceed, please click
here
for a list of common work-related deductions and tax saving strategies to help you maximise your tax refund.
Personal details
*
Indicates required field
Title
*
Name
*
First
Last
Tax File Number
*
Date of Birth
*
Contact Number
*
Email
*
Residential Address
*
Line 1
Line 2
City
State
Zip Code
Country
Bank account and interest income
Postal Address
*
Line 1
Line 2
City
State
Zip Code
Country
Bank name
*
Bank name
*
Bank name
*
Account name
*
Account name
*
Account name
*
BSB-Account Number
*
BSB-Account number
*
BSB-Account name
*
Interest income
*
Interest income
*
Interest income
*
Tax withheld
*
Tax withheld
*
Tax withheld
*
If you have additional employments, please provide details in the comment box below.
Employment income
Job title
*
Company name
*
Company name
*
Company name
*
ABN
*
ABN
*
ABN
*
Gross income
*
Gross income is income per PAYG payment summary including PAYG withholding tax
Gross income
*
Gross income is income per PAYG payment summary including PAYG withholding tax
Gross income
*
Gross income is income per PAYG payment summary including PAYG withholding tax
PAYG tax withheld
*
PAYG tax withheld
*
PAYG tax withheld
*
Other income & deductions
*
Please provide other income and deduction as shown on your PAYG payment summary
Other income & deductions
*
Please provide other income and deduction as shown on your PAYG payment summary
Other income as deductions
*
Please provide other income and deduction as shown on your PAYG payment summary
For additional employment, please provide details in the comment box below.
Employment-related deductions
Amount
*
Amount
*
Amount
*
Amount
*
Description
*
Description
*
Description
*
Description
*
Amount
*
Amount
*
Amount
*
Amount
*
Description
*
Description
*
Description
*
Description
*
For additional deductions, please provide details in the comment box below.
Investment income and deductions
Type of investment
*
For example: rental property, dividend and shares, managed investment trusts.
Type of investment
*
Type of investment
*
Details of investment
*
Name of investment or address if rental property.
Name of investment
*
Details of investment
*
Acquisition date
*
Acquisition date
*
Acquisition date
*
Cost base ($)
*
Cost base ($)
*
Cost base ($)
*
For additional employment, please provide details in the comment box below.
Investment income (type and amount $)
*
Please provide details of investment income and amount. (e.g. Rental income, sale proceeds of the investment)
Investment deductions (type and amount $)
*
Please provide details of investment deductions and amount. (e.g. Rental deductions, dividend and interest deductions)
Medicare and private health insurance
Please choose one of the following
*
I am a student with a valid student visa
I have a valid working visa or temporary resident visa.
I am a permanent resident or Australian citizen
Others
If others, please specify.
*
Do you have a Medicare card or entitled to Medicare?
*
Yes
No
Do you have a private health insurance policy?
*
Yes. If yes, please provide details below.
No
Insurance provider
*
Insurance provider
*
Membership number
*
Membership number
*
Premium paid ($)
*
Premium paid ($)
*
Share of government rebate ($)
*
Share of government rebate ($)
*
Spouse's details
Title
*
Name
*
First
Last
Date of birth
*
Number of dependant
*
Do you have your spouse for the full financial year?
*
Yes
No. From which date during the year did you have the spouse?
Date
*
Estimated spouse's taxable income ($)
*
Comment
Please use the space below to provide additional information as appropriate.
*
Supporting documents
Should you have additional supporting documents, please zip the file and upload. Alternatively, you can email them to info@rj-co.com.au.
I hereby certify that the above information is correct to the best of my knowledge and
I acknowledge the
substantiation declaration
. I hereby authorise RJ & Co Tax Accounting to prepare and lodge tax return on my behalf.
Tick and submit
*
Agree
Submit
